PROJECT MANAGEMENT
Easy Project Management
- Create and Save Project Templates:
Establish the core elements of your project and save the template to quickly launch new projects with a pre-defined structure, ensuring consistency and saving you hours of work.
Streamlined User Management
- Assign roles and access levels:
Define various user roles with differing access levels to control what users can see and do within a project.
- Define User Hierarchy and Visibility:
Establish a hierarchy to determine which teams or users can see each other's data.
Customizable Project Workflow
- Outline Project Statuses and Priorities:
Define custom project statuses (e.g., To Do, In Progress, Testing, Completed) and priority levels (e.g., High, Medium, Low) to track project progress and task importance.
- Set up Status Transitions:
Specify transitions between task statuses to ensure they follow a logical order.
- Implement Workflow Automation:
Automate specific actions based on status changes.
Effortless Task Visualization and Management
- Calendar View:
See deadlines in a visual monthly, weekly, or daily view. Drag-and-drop tasks to reschedule them effortlessly. Click on a date to view the details of the tasks.
- Pipeline View:
Gain visual representation of tasks by their current status. Quickly update statuses by dragging and dropping them to the related column. Click on a task within the pipeline to access detailed information.
Organized Project Completion and Archiving
- Project Completion:
Once all tasks and goals are completed within a given project, mark the project as “completed.”
- Archive Completed Projects:
Archive completed projects from the main section so the focus is maintained on the ongoing projects and the main section remains clutter-free.
